Green Book March 1985
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Featured Articles
Annual Component Changes in Royal Blue Index This Issue
Turnover in the top 60 stocks most heavily owned by institutions is higher than normal. Some of the changes were expected while others were mild surprises.
Bond Market Summary
Bonds weren’t more fun in February. 5%-6% declines for the month were the rule at the long end. The expected correction in the bond market is underway and could be about over.
Drug Stocks and the Dollar – Some Words of Warning
Drug stocks a play on the weak dollar?...perhaps not as good a play as most think. Herein we compare the market performance of drug stocks with the dollar from 1975 to date.
Inside the Stock Market
February was a healthy consolidation. Higher prices are expected shorter-term and longer-term. The Major Trend Index continues to register powerful readings. The Early Warning Index of intermediate peaks remains positive, but the margin is narrower than a month ago.
Stocks That Are “Over-Owned”
Start to worry when over 60% of a company’s shares are held by institutions. When a heavily owned stock disappoints its holders, watch out. In this section, 42 stocks are listed where 75 or more institutions cumulatively own more than two thirds of the shares outstanding.
View from the North Country
Seventeen inches of snow is one view from the North Country. Read on to find a somewhat less pleasant view, a discussion of the farm crisis, including its implications for common stock investors as well as longer term ramifications.
When is the Last Time You Exclaimed, “AHA!”?
Back in June 1984, after returning from the Market Technicians annual rendezvous, I enthusiastically wrote about a presentation given by Ted Theodore of Morgan Stanley Asset Management on the roles of lateral and vertical thinking in investment management. Here it is, reprinted with Ted’s permission.
Table of Contents
Annual Component Changes in Royal Blue Index This Issue
Turnover in the top 60 stocks most heavily owned by institutions is higher than normal. Some of the changes were expected while others were mild surprises.
Bond Market Summary
Bonds weren’t more fun in February. 5%-6% declines for the month were the rule at the long end. The expected correction in the bond market is underway and could be about over.
Drug Stocks and the Dollar – Some Words of Warning
Drug stocks a play on the weak dollar?...perhaps not as good a play as most think. Herein we compare the market performance of drug stocks with the dollar from 1975 to date.
Inside the Stock Market
February was a healthy consolidation. Higher prices are expected shorter-term and longer-term. The Major Trend Index continues to register powerful readings. The Early Warning Index of intermediate peaks remains positive, but the margin is narrower than a month ago.
Stocks That Are “Over-Owned”
Start to worry when over 60% of a company’s shares are held by institutions. When a heavily owned stock disappoints its holders, watch out. In this section, 42 stocks are listed where 75 or more institutions cumulatively own more than two thirds of the shares outstanding.
View from the North Country
Seventeen inches of snow is one view from the North Country. Read on to find a somewhat less pleasant view, a discussion of the farm crisis, including its implications for common stock investors as well as longer term ramifications.
When is the Last Time You Exclaimed, “AHA!”?
Back in June 1984, after returning from the Market Technicians annual rendezvous, I enthusiastically wrote about a presentation given by Ted Theodore of Morgan Stanley Asset Management on the roles of lateral and vertical thinking in investment management. Here it is, reprinted with Ted’s permission.
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